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CAZ Investments’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

CAZ Investments’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,023
Closed -$161K – 46
2020
Q1 		$161K Sell
3,023
-3,023
-50% -$201K 0.41% 40
2019
Q4 		$432K Hold
6,046
– – 0.61% 15
2019
Q3 		$447K Hold
6,046
– – 0.54% 11
2019
Q2 		$422K Buy
+6,046
New +$405K 1.28% 8

Other funds holding KBWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CAZ Investments's KBWP Position: Q2 2020 in Review

CAZ Investments sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q2 2020, closing a stake of 3,023 shares — an estimated $161K sold.

CAZ Investments first reported a position in KBWP in Q2 2019 and held it in 4 quarters. The position peaked at $447K in Q3 2019. 27 funds tracked by Wall St. Rank hold KBWP as of Q2 2020.

  • CAZ Investments reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q2 2020 after selling out during the quarter.
  • CAZ Investments sold 3,023 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2020, an estimated $161K.
  • CAZ Investments first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2019 and held it in 4 quarters.
  • CAZ Investments's Invesco KBW Property & Casualty Insurance ETF position peaked at $447K in Q3 2019.
  • 27 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2020.

Based on CAZ Investments's 13F filing for Q2 2020, filed 12 Aug 2020.